See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,836 | $109,904+211.0% | $97,167+251.8% | $145,959+134.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.60% | 243.43%-222.8pp | 75.27%-54.7pp | 561.95%-541.4pp |
| Employer contribution / active EE | $2,404 | $3,084-22.1% | $2,729-11.9% | $4,661-48.4% |
| Participant deferral / active EE | $18,726 | $4,676+300.5% | $4,264+339.2% | $6,689+180.0% |
| Admin fee / account holder | $1,126 | $6,216-81.9% | $5,650-80.1% | $13,398-91.6% |